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Adviser Fund Index: Panellist

The Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.

Select one of the Panellist below for further information.

Company Name
AFH Independent Financial Services Ltd Leonid Nji
Beckett Financial Services Samantha Owen
Chelsea Financial Services Darius McDermott
City Asset Management Michael Paul
Dart Capital Limited Richard Whitehead
Dennehy Weller & Co Ltd Brian Dennehy
Equilibrium Asset Management LLP Mike Deverell
Fiducia Wealth Management Gordon Kearney
Gemmell Financial Services Limited Matthew Masters
Holden & Partners Amelia Sexton
Minerva Fund Managers Limited Paul Warner
Murdoch Asset Management Austen Robilliard
Rowan Dartington Tim Cockerill
Saunderson House Ben Williams
Save & Invest (Financial Planning) Limited Jeffrey Deans
The Share Centre Andy Parsons
Whinchat Financial Planning Ltd Christopher Wise
Whitechurch Securities Limited Jonathan Moyes
Dart Capital Limited Photo of Richard Whitehead
Dart Capital was founded in 1987 and is part of the Dart Capital Group, managing or advising on c£400m of client funds.

Dart Capital Group is privately owned and its companies run no in house products/funds. This allows our culture and business model to be aligned with the interests and objectives of our clients.

Our clients have told us that they use us because they value our independent thought, our disciplined and long term approach to the business and its robust investment philosophy and process. These qualities are made possible by good communication, precise administration and quality decision making, in other words a well trained and well resourced team.

This combination of big company discipline and process, with a smaller company’s knowledge and awareness of our clients as people, enables us to deliver a very personal service to each and every one of them.

Dart Capital Limited is directly authorised and regulated by the Financial Conduct Authority.

   
Company Name Dart Capital Limited
Company Website www.dartcapital.com
Year Established 1987
Client Base 350
Funds Under Management (£) c£405m
Number of Employees 23
Number of Offices 1
Annual Company Turnover (£) £3.4m
Area Service available
Investment Yes
Pensions No
Life Assurance No
Tax Planning No
Corporate Yes
Mortgages No
Healthcare No
Offshore/Expats Yes
SIPPs Yes
ISAs Yes
Name Job title
Richard Whitehead CEO
Alexander George Associate Director - Head of Investment Research
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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